See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,483 | $102,604+85.6% | $86,188+121.0% | $139,434+36.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 10.63% | 1922.51%-1911.9pp | 1168.45%-1157.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,156 | $3,032-28.9% | $2,380-9.4% | $4,751-54.6% |
| Participant deferral / active EE | $6,843 | $4,676+46.3% | $3,985+71.7% | $6,710+2.0% |
| Admin fee / account holder | $6,718 | $8,657-22.4% | $6,852-1.9% | $11,403-41.1% |